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According to PLR 200343030, an estate beneficiary was able to receive share of deceased father’s IRA that was left to...

I have a prospect who took $850,000 and rolled to an annuity two years ago from his former employers 401(k)...

In January, 2009, I did a 401k rollover to an IRA after separating from my employer. A very small portion...

I have a prospective client who married for the 2nd time. There are children from the husband’s prior marriage. They...

Hi, I have a client situation for this year. My client, single, has an income of about 75k and we...

I had to recharacterize most of my 2007 Roth IRA contribution to my traditional IRA due to piercing the income...

I am over 55 but under 59.5 and left my job last year. Later in the year, I moved my...

Can the after-tax money in my 401k go into a Roth IRA when I rollover the 401k from my former...

Ex-husband (age 42) died having never changed his beneficiary designation on his 401(k) plan. He never remarried. Ex-wife is primary...

I know that beneficiaries of inherited IRAs are not required to take distributions in 2009. Can beneficiaries of inherited IRA...